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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,205 | $64,324+24.7% | $118,946-32.6% | $79,852+0.4% |
| Participation rate | 85.7% | 64.9%+20.9pp | 75.4%+10.3pp | 69.6%+16.1pp |
| Annual return | 4.89% | 86.45%-81.6pp | 35.89%-31.0pp | 31.72%-26.8pp |
| Employer contribution / active EE | $2,714 | $1,836+47.8% | $3,263-16.8% | $2,471+9.8% |
| Participant deferral / active EE | $6,033 | $2,824+113.7% | $4,266+41.4% | $3,740+61.3% |
| Admin fee / account holder | $130 | $4,040-96.8% | $6,581-98.0% | $5,306-97.6% |